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Asset Allocation

Allocation Path

Risk

Sector and Style

Firm Level Risk - Super Administrator 

Concentration

Firm Level Misc. Assumptions - Super Administrator 

Life Insurance

Firm Level Inflation Assumptions - Super Administrator 

Download Notes to a CSV File 

Disability

Tax Allocation

Analysis

Holdings

Debt

Account Preferences

Including Notes in the Report 

RightFlows

Client Access

Stress Test

Planning Access

Firm Asset Returns - Super Administrator 

Long Term Care

Firm Models - Super Administrator 

Student Loan

Social Security

Snapshot

RightIntel

Property and Casualty

Net Worth - Blueprint 

What is the difference between a Task Template and a Workflow?

Customizing Text in Notes 

Net Worth

How do I know when my client has received and accepted their invitation?

Colors on PDF Report Cover Page 

Firm Templates - Super Administrator 

Advisor Notes 

Tax Estimate

How do I model the sale of a property?

Account Aggregation

Goals - Blueprint 

Stock Plans

Balance Sheet

Teams 

How often does the RightIntel > Dashboard refresh? 

Does RightFlows integrate with other platforms?

Vesting Schedules

Invitation Email Template 

Model Portfolios

Medicare

Can I rearrange the order of the planning modules?

Client Onboarding

Why don't I see the option to add income or expenses within the data entry?

How can I update portfolio turnover?

Where can I create and apply planning access templates?

Income, Saving, Expenses - Blueprint 

Can I send my client an invitation outside of RightCapital?

Update your Credit Card 

Plan Notes 

Primary Home

Retirement Age Goal

Creating Multiple Plans

Tax Strategies

Annuities

Notes 

Homeowners Insurance 

Firm Oversight - Super Administrator 

Cash Flows

Disability Summary 

Billing 

Modifying Teams 

Calculator

What is the difference between "Step Activation" and "Workflow Start"?

RightPay

What role can assign roles with the Team section? 

Liquidity

Color Theme 

Insurance Policies

Loans

Investment & Vacation

Investment and Vacation Properties

Modifying Existing Items - Blueprint 

Tax Analyzer

Trust Owned Assets

After-Tax 401(k) Contributions

Tax Assumptions

Action Items

Report

Stress Test 

Other Assumptions

Account Assumptions

To learn more about the settings, parameters, and other presets available within the Client Presets tab, please feel free to reference the help center article below:

Where can I learn more about the impact of each client preset?